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LYON CAPITAL MANAGEMENT, LLC
CRD 111311 · SEC 801-74497
24B GROVE STREET, PITTSFORD, NY, 14534, United States
Phone
585-248-9821
Fax
941-761-6499
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$94.8M
Discretionary AUM
$93.9M
Team
3 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $9.8M |
| High net worth individuals | 47 | $78.0M |
| Pension/profit sharing plans | 10 | $7.1M |
States served
GA, IN, MA, NY, WI, FL
All web addresses on file
Official SEC filing: View on IAPD